Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Paul Oliva

Managing Partner

New York, Melville

Mendim Gecaj, CFP®, CPWA®

Principal

New York, Melville

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Melville, New York

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Bridger Dawson, ChFC®

Wealth Advisor

New York, Melville

Bryan Bielawski

Bryan Bielawski, CPA, CFA®

Sr. Wealth Advisor

Constanza Low

Wealth Advisor

Cristina Levin, CFP^®

Wealth Advisor

Marissa Nece

Wealth Advisor

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Tess Bradshaw

Associate Wealth Advisor

New York, Melville

Ben Bazelais

Client Service Specialist

Helen Berlin

Client Service Specialist

J Mignone

Jesse Mignone

Manager, Client Service

Melville, New York

Joe Scotti

Client Service Specialist

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Kelly Gaur

Kelly Gaur

Regional Vice President

New York, Melville

Kevin Meyersburg

Kevin Meyersburg, MBA

Regional Vice President

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

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